OAK!MERGE 15.4.0 and SalesForce Data Migration Kit 15.4.0 for Sage ACT! was released today
1. Added last execute date from unattended merges to update standard user interface (UI)
2. Fixed bug: Match and Delete Opportunities
3. Fixed Bug: Sales Process is now updatable
4. Fixed Bug: Notes linked only to an Opportunity will now export
5. Updated email activation email to [email protected]
See previous posts for other Version 15 updates
Users with earlier versions will need to ...
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Salesforce.com conversion
ACT!PAK! The Excel transfer option is missing???
Q: How do I get the EXCEL Transfer option to function in ACT!PAK. It is missing.....???
What you need to transfer info such as the notes and history from ACT 6 to Excel is the transfer option. It is standard with ACT!PAK.
It will look like this when turned on
:
A: If you don't see Excel Transfer option, it is usually because of 1 of 2 issues.
1. You don't have Excel installed on this PC
2. You did not select Excel as your spreadsheet when you installed ACT!PAK
Troubleshooting:
You can...
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